See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,670 | $201,272-38.1% | $184,203-32.3% | $145,922-14.6% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.2pp |
| Annual return | 11.47% | 29.00%-17.5pp | 28.81%-17.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $4,629 | $7,022-34.1% | $6,427-28.0% | $4,660-0.7% |
| Participant deferral / active EE | $5,569 | $9,806-43.2% | $9,131-39.0% | $6,688-16.7% |
| Admin fee / account holder | $5,845 | $16,364-64.3% | $13,901-58.0% | $13,397-56.4% |